Sage Intacct reported: Select an authorized bank account for this location transaction

How to resolve:

This error occurs when the bank (cash) account used for a Ramp reimbursement is not available to the entity or location specified in Sage Intacct for this transaction.

• Sign in to Sage Intacct.
• Identify the bank account used in the Ramp reimbursement. You can find this in Ramp under the reimbursement’s accounting details.
• Check where this bank account is available in Sage Intacct:
  • Navigate to Cash Management: Checking.
  • Open the bank account (e.g., “Capital Bank x1234”).
• Ensure the bank account is available to the correct entity or location :
  • The specific entity/location referenced in the error (e.g., “E50” or “ExampleCo West Region”), or
  • The Top Level entity, which allows access to all sub-entities.
• If the account is not visible at the required level, edit the account settings :
  • Adjust the "Entities" or "Available Locations" setting so that the correct entity/location has access to the bank account.
• Save your changes.
• Return to Ramp and retry the sync for the failed transaction.

If you’re unsure which entity or location the account should be available to, please consult your internal finance team or Sage Intacct administrator.